Paragon Private Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Paragon Private Wealth Management, LLC

  • $283 Million
  • Q3 2025

A detailed history of Paragon Private Wealth Management, LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 3,613 shares of XLV stock, worth $548,561. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,613
Previous 3,438 5.09%
Holding current value
$548,561
Previous $463,000 8.42%
% of portfolio
0.18%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$129.01 - $139.72 $22,576 - $24,451
175 Added 5.09%
3,613 $502,000
Q2 2025

Aug 14, 2025
BUY
$128.77 - $144.3 $45,713 - $51,226
355 Added 11.51%
3,438 $463,000
Q1 2025

May 15, 2025
BUY
$137.61 - $149.68 $424,251 - $461,463
3,083 New
3,083 $450,000

Others Institutions Holding XLV

# of Institutions
2,007
Shares Held
195M
Call Options Held
13.9M
Put Options Held
22.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

XLV Quotes by TradingView
  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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